Latest Institutional Transactions on Ishares Russell 1000 Val ETF (IWD)
This table provides information on the latest institutional transactions involving Ishares Russell 1000 Val ETF (IWD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
465+ 11.51% |
$92.7K - $96.7K
|
4.5K
$922K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
9+ 0.44% |
$1.79K - $1.87K
|
2.06K
$422K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-155- 0.94% |
$30.9K - $32.2K
|
16.3K
$3.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
45New |
$8.97K - $9.36K
|
45
$9.22K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-2.01K- 34.62% |
$400K - $417K
|
3.79K
$776K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-42- 1.09% |
$8.38K - $8.74K
|
3.8K
$779K
|
|
|
Jan 05, 2026
Q4 2025
|
Stairway Partners, LLC
|
BUY
|
- |
10.9K+ 0.83% |
$2.18M - $2.27M
|
1.32M
$271M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-89- 0.81% |
$17.8K - $18.5K
|
10.9K
$2.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-399- 6.2% |
$79.6K - $83K
|
6.04K
$1.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
901+ 0.95% |
$180K - $187K
|
95.7K
$19.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
550K+ 2904.86% |
$110M - $114M
|
569K
$116M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.17% |
$399 - $416
|
1.21K
$248K
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
8.49KNew |
$1.69M - $1.76M
|
8.49K
$1.74M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$199 - $208
|
1.11K
$226K
|
|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-3.7K- 2.25% |
$738K - $769K
|
161K
$32.9M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
992+ 6.37% |
$198K - $206K
|
16.6K
$3.39M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.8K+ 28.48% |
$6.12M - $6.47M
|
143K
$29.3M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-330- 45.21% |
$63.6K - $67.3K
|
400
$81.9K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-66- 92.96% |
$12.7K - $13.5K
|
5
$1.02K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.04K- 1.23% |
$201K - $212K
|
83.4K
$17.1M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-150- 2.17% |
$28.9K - $30.6K
|
6.77K
$1.39M
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-178- 15.16% |
$34.3K - $36.3K
|
996
$204K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-173- 59.86% |
$33.3K - $35.3K
|
116
$23.8K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.34K- 35.87% |
$1.22M - $1.29M
|
11.3K
$2.32M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.73K+ 3.95% |
$333K - $352K
|
45.5K
$9.31M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
1.12KNew |
$215K - $228K
|
1.12K
$229K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
579+ 11.0% |
$112K - $118K
|
5.84K
$1.2M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
784New |
$151K - $160K
|
784
$161K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
336+ 10.77% |
$64.8K - $68.5K
|
3.46K
$708K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
3.35K+ 13.51% |
$646K - $683K
|
28.2K
$5.77M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.05K- 11.16% |
$395K - $418K
|
16.3K
$3.34M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-319K- 99.17% |
$61.5M - $65M
|
2.68K
$548K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 30.3% |
$5.78K - $6.12K
|
129
$26.4K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
37+ 0.19% |
$7.13K - $7.54K
|
19.6K
$4.02M
|
|
|
Nov 21, 2025
Q3 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
563+ 0.8% |
$109K - $115K
|
70.7K
$14.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6K+ 3.36% |
$1.16M - $1.22M
|
185K
$37.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 0.09% |
$1.35K - $1.43K
|
7.61K
$1.56M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-19.6K- 26.86% |
$3.78M - $4M
|
53.4K
$10.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.12% |
$193 - $204
|
813
$166K
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-963- 43.2% |
$186K - $196K
|
1.27K
$259K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.16K- 21.25% |
$610K - $645K
|
11.7K
$2.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.82K- 1.6% |
$1.31M - $1.39M
|
421K
$86.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
181KNew |
$34.9M - $36.9M
|
181K
$37.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
346+ 7.44% |
$66.7K - $70.5K
|
4.99K
$1.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.65K- 72.68% |
$897K - $948K
|
1.75K
$358K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.84KNew |
$547K - $578K
|
2.84K
$581K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.87K+ 1.97% |
$360K - $381K
|
96.9K
$19.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.28KNew |
$247K - $261K
|
1.28K
$262K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$9.06K - $9.58K
|
47
$9.63K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.05K- 5.29% |
$395K - $417K
|
36.7K
$7.51M
|
|